Microsoft Sharepoint 2013 Plain & Simple (9780735672178) by Lightfoot, Johnathan -- Read -- Imperial Library of Trantor

Index

Microsoft SharePoint 2013 Plain & Simple Dedication Acknowledgments

From Johnathan Lightfoot From Michelle Lopez From Scott Metker

1. About this book

What do you want to do today? Written in plain English Just essential tasks...

...and the easiest way to do them

A quick overview Who this book is meant for A few assumptions Adapting task procedures for touchscreens A final word (or two)

2. What’s new and improved in SharePoint 2013

Creating a new site

Create a new site

Customizing the interface

Customize the look and feel of your site

Using the Office Store

Add an app on SharePoint

Creating an asset library

Create an asset library

Adding a thumbnail to a video

Add a thumbnail to a video

Using SkyDrive Pro

Access SkyDrive Pro

Using the timeline feature for tasks

Use the Timeline view

Mentioning a colleague feature

Select a colleague’s name Who has mentioned me?

Expanding My Tasks settings

Adjust the My Tasks page view

Previewing search documents

Preview search documents

Using the Community Site template

Create a discussion site as a subsite

Creating badges

Creating a badge

Creating an eDiscovery Center

Create an eDiscovery Center

Using Visual Designer for workflows within SharePoint Designer

Edit a workflow

3. Getting started with SharePoint sites

Understanding sites

Access a SharePoint site

Creating a SharePoint site from a template

Create a SharePoint team site

Locating content on a site

View site contents View site settings

Changing your site’s title, description, and logo

Change a site title, description, and logo

Changing the look and feel of a site

Change the look and feel of your site

Changing the navigation tree view settings

Change tree view settings

Editing the Quick Launch bar on a nonpublishing site

Edit Quick Launch bar on a nonpublishing site

Editing the Top Link bar on a nonpublishing site

Edit the Top Link bar on a nonpublishing site

Editing publishing site navigation

Edit publishing site navigation

Saving a site as a template

Save site as a site template

4. Organizing and managing information

Browsing through site columns

Browse through site columns

Creating site columns

Create site columns

Browsing through content types

Browse through content types

Creating a new content type

Create content type

Associating document templates with content types

Associate a document template with a content type

5. List and library essentials

Using your apps

Add an app on SharePoint Add an app from the SharePoint Store

Creating and deleting lists

Create a list or library Delete a list or library

Adding and editing list items

Add a list item Edit a list item

Deleting and restoring list items

Delete a list item Restore a deleted item

Creating list columns

Create a column

Editing and deleting list columns

Edit column settings Delete a list column

Using list and column validation rules

Add a validation rule to a column Add a validation rule to a list

Sorting and filtering lists

Sort a list Filter a list

Creating and selecting a list view

Create a list view Select a list view

Sorting or filtering a list view

Sort a list view Filter a list view

Organizing items by using folders

Create a folder

6. Working with documents

Managing documents with a document library

Create a document library

Customizing document templates

Modify the document template for a document library Modify the document template for a content type

Uploading multiple documents

Drag multiple documents to a library Upload multiple files with Explorer

Requiring and displaying document check out

Require document check out on a library Display the check out status in a document library

Checking documents in and out

Check out a document Check in a document

Configuring documents with document IDs

Turn on the document ID service Configure document ID settings

Using document IDs

Locate the document ID on a document Use the Find By Document ID Web Part

Moving documents

Use the Send To menu Add a custom Send To location

Copying or sharing documents

Download a copy of a document Share a document

Configuring document sets on a site

Turn on the document sets feature Configure document set options

Configuring document sets on a document library

Enable the document sets on a document library Create a document set

7. Working with media

Introducing the Asset Library app

Create an asset library

Uploading and tagging media files

Upload and tag media files Upload multiple files

Tagging media files

Tag media files

Organizing by using keywords and metadata

Enable Enterprise Keywords

Working with video files

Capture a thumbnail from the video Use an image from your computer as a thumbnail Use a picture from a web address (on the Internet) as a thumbnail Associate related content to a video file

Using SharePoint assets in Microsoft Office

Connect an asset library to Office Connect to Office 365

Adding media to a SharePoint page

Insert an image from SharePoint Insert video on a SharePoint page

8. Using SkyDrive Pro

Accessing your SkyDrive Pro account

Access SkyDrive Pro

Saving files to SkyDrive Pro

Save files to be shared with everyone

Saving files to be accessible only to you

Save files for access only by you

Sharing SkyDrive Pro files

Share SkyDrive Pro files

Following SkyDrive Pro documents

Follow SkyDrive Pro documents

Locating followed documents by using the newsfeed

Find documents by using the newsfeed

Locating followed documents by using SkyDrive Pro

Find documents by using SkyDrive Pro

Synchronizing SkyDrive Pro to your local computer

Synchronize SkyDrive Pro to your local computer

Discontinuing sync between SkyDrive Pro and your local device

Discontinue syncing SkyDrive Pro files with your local device

9. Using information management policies

Introduction to information management policies

Types of information management policies

Information management policy inheritance Accessing site content type information management policies

Access site content information management policies

Accessing list information management policies

Access library-based information management policies

Creating content type retention policies on a library

Create a content type retention policy on a library

Setting library or folder-based retention schedules

Set library and folder retention policy source

Creating auditing policies

Create an audit policy on a site content type Create an audit policy within a list or library

Viewing an audit report

View an audit report

10. Organizing people and work

Creating a project schedule by using a tasks list

Create a project task list

Adding tasks

Add a task Add a task to a timeline

Viewing tasks in a Gantt Chart

View tasks in a Gantt Chart Configure Gantt columns

Adding multiple tasks and subtasks

Update multiple tasks in a standard view Add subtasks

Creating a calendar list

Create a calendar list Switch calendar views

Scheduling events on the calendar

Schedule an event

Using the issue tracking list

Create an issue tracking list Configure issue categories

Creating a discussion board

Create a discussion board

Participating in a discussion

Start a discussion thread Reply to a discussion thread

Rating discussions

Mark a Best Reply to a post

Connecting a discussion to Microsoft Outlook

Connect a discussion thread to Outlook

Synchronizing project tasks with Microsoft Project

Synchronize Project with a tasks list Map synchronization fields

11. Using Web Parts

Adding Web Parts to a wiki page

Add a Web Part to a wiki page

Adding Web Parts to a Web Part page

Add a Web Part to a Web Part page

Adding an App Part to a page

Add a list to a page

Editing Web Part properties

Edit Web Part properties

Working with personalized Web Parts on pages

Add a Web Part to a personalized page Switch from personal and shared views

Targeting Web Parts for an audience

Target web parts for an audience

12. Using SharePoint with Office 2013

Connecting SharePoint libraries to Office

Connect a SharePoint library to Office

Connecting SharePoint calendars to Outlook

Connect a SharePoint calendar to Outlook

Archiving Outlook email in SharePoint

Archive Outlook email in SharePoint

Importing a spreadsheet into SharePoint

Import a spreadsheet into SharePoint

Exporting data from a SharePoint list to Excel

Export data from a SharePoint list to Excel

Exporting an Excel table to SharePoint

Export an Excel table to SharePoint

Connecting Access and SharePoint

Connect Access and SharePoint

13. Collaborating with blogs

Creating a blog site

Create a blog site Create a personal blog site from your SharePoint profile

Changing your blog picture

Change your blog picture

Changing your blog description

Change your blog description

Using categories to organize your blogs

Create a new category Edit a category

Managing blog posts

Create a blog post Publish a blog post that was previously saved as a draft

Managing blog comments

Add a comment View, edit, or delete comments

Subscribing to a blog’s RSS Feed

Subscribe to RSS

Using desktop blogging tools to publish blog posts

Publish a blog post by using Microsoft Word

14. Security within SharePoint 2013

Understanding SharePoint security

View site permissions

Adding people to groups

Add people to existing groups

Creating groups

Create a group

Granting permissions to an individual

Grant permissions to an individual

Breaking permission inheritance

Break inheritance Inherit parent permissions

Granting access to lists, libraries, and individual items

Grant access to a list or library Grant access to individual items

Removing security

Remove a user from a group Remove a group’s site permissions

Editing permissions

Edit site permissions for an individual or group

Checking permissions

View permissions on a library or list Check permissions for an individual or group

15. Using personal sites and social networking

Introducing My Site

Open your My Site

Editing your user profile

Edit your user profile

Uploading content

Upload public content to your My Site

Following people

Follow a person Stop following a person

Searching for people to follow

Search for a person by name Search for a person by keyword

Updating your status

Post your status View the status of a colleague

Using your note board

Add a note Add the notes tool to your favorites

Using tags

Add a tag to a document Use a tag in a post

Using mentions

Mention a colleague Who has mentioned me?

Using tasks

Create a new task Highlight important tasks

Customizing tasks views

Edit the My Tasks settings Synchronize My Tasks with Outlook

16. Searching for information

Creating a Search Center

Create a Search Center

Searching from a Search Center

Search from a Search Center

Preparing your site for search

Associate a Search Center to your site

Searching site content

Search from the Home page of a site Search within a document library

Using search refinement

Filter results by using search refiners

Previewing search results in Search Center

Preview documents Preview videos

Using advanced search

Perform advanced search

Working with search alerts

Create search alerts Edit or delete search alerts

Setting your search preferences

Set your search preferences

Promoting search results

Promote search results

Excluding site content

Exclude site content from search

Excluding document libraries and lists from search

Exclude document libraries from search

Excluding site columns from search

Exclude site columns from search

Maintaining search configurations

Export your search configuration Import your search configuration

17. Community portals and sites

Creating a community site site collection

Create a community site site collection

Creating a community site subsite

Create a community subsite

Adding moderators to community sites

Add a moderator to your community site

Adding users to community sites

Sharing your community site Joining an open community site

Managing your community settings

Manage community settings

Working with categories

Creating categories Find discussions by category

Working with badges

Create badges Edit a badge

Assigning badges to members

Assign badges to members

Enabling site-wide reputation tracking

Enable site-wide reputation tracking

Viewing badges and reputation scores for a member

View badges and reputation scores for a member

Creating and editing discussions

Create a new discussion Edit a discussion you have created

Replying to a discussion

Reply to a discussion

Searching for discussions

Search for discussions

Tracking discussions in progress

Set an alert on a discussion

Managing replies

Mark a reply as a best reply Remove a best reply Report a reply to the moderator

Moderating discussions

Find unanswered questions Mark a discussion as featured

Reviewing posts submitted for moderation

Review posts submitted for moderation

18. Automating tasks with workflows

Associating workflows with lists

Associate a workflow with a list

Associating workflows with content types

Associate a workflow with a content type

Starting workflows on documents

Start a workflow on a document

Checking the status of a running workflow

Check the status of a running workflow

Creating a list workflow in SharePoint Designer

Create a list workflow in SharePoint Designer

Editing workflows

Edit an existing list workflow

Introducing Microsoft Visio integration with SharePoint workflows

Visio visual designer

Switching to the visual designer

Switch to the visual designer

Creating workflows in Visio 2013

Create a workflow in Visio 2013

Importing Visio workflows into SharePoint Designer

Import a Visio workflow into SharePoint Designer

19. SharePoint and eDiscovery

Creating an eDiscovery Center

Create an eDiscovery Center

Working with eDiscovery cases

Create an eDiscovery case Access existing cases

Identifying and holding content

Create a hold on a case

Removing an eDiscovery hold

Remove an eDiscovery hold

Accessing deleted content under legal hold

Access content in a Preservation Hold library

Creating an eDiscovery query

Create an eDiscovery query

Exporting eDiscovery results

Export eDiscovery results

A. About the authors Index About the Authors Copyright

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